Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,335 | $110,337-33.5% | $102,383-28.4% | $145,877-49.7% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 10.53% | 24.83%-14.3pp | 24.94%-14.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $2,979 | $4,216-29.3% | $3,870-23.0% | $4,663-36.1% |
| Participant deferral / active EE | $8,693 | $5,621+54.7% | $5,060+71.8% | $6,691+29.9% |
| Admin fee / account holder | $11,925 | $9,750+22.3% | $8,391+42.1% | $13,402-11.0% |